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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

990 hedge funds and large institutions have $22.8B invested in Schwab US Large- Cap ETF in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 366 increasing their positions, 309 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
+122
Holders Change %
+14.06%
% of All Funds
15.29%
Holding in Top 10
168
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.75%
% of All Funds
2.59%
New
175
Increased
366
Reduced
309
Closed
32
Calls
$2.52M
Puts
$1.58M
Net Calls
+$934K
Net Calls Change
+$267K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$513M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$619M
3
CSIA
Charles Schwab Investment Advisory
California
$7.57B
4
HighTower Advisors
HighTower Advisors
Illinois
$173M
5
Charles Schwab
Charles Schwab
California
$1.98B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$488K
2
CST
Charles Schwab Trust
Nevada
$1.89M
3
BWA
BlueSky Wealth Advisors
North Carolina
$123M
4
Osaic Holdings
Osaic Holdings
Arizona
$98.3M
5
WANY
Wealthspire Advisors (New York)
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
101
Veery Capital
Delaware
$23.4M +$560K +29,508 +2%
HWM
102
HB Wealth Management
Georgia
$23.4M +$23.4M +1,233,072 New
MWA
103
Martel Wealth Advisors
Washington
$23M -$700K -36,882 -3%
DB
104
Dravo Bay
Delaware
$22.6M +$22.6M +1,310,730 New
ACWM
105
Adams Chetwood Wealth Management
North Carolina
$22.6M -$708K -37,296 -3%
ADL
106
Asset Dedication LLC
California
$22.1M +$131K +6,918 +0.6%
PWA
107
Pillar Wealth Advisors
Pennsylvania
$21.8M +$21.8M +1,150,800 New
MCM
108
MAI Capital Management
Ohio
$21.8M -$145K -7,644 -0.7%
DWM
109
Destination Wealth Management
California
$21.3M +$7.17M +377,784 +51%
AI
110
Atria Investments
North Carolina
$20.7M +$8.23M +433,638 +66%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$20.5M +$2.01M +105,762 +11%
DBRC
112
D.B. Root & Company
Pennsylvania
$19.8M +$231K +12,180 +1%
PAG
113
Powers Advisory Group
Illinois
$19.5M +$19.5M +1,025,280 New
NDSI
114
Newman Dignan & Sheerar Inc
Rhode Island
$19.4M -$186K -9,780 -0.9%
MFC
115
Morris Financial Concepts
South Carolina
$19.1M +$19.1M +1,009,290 New
LWA
116
Lenox Wealth Advisors
New York
$19.1M -$84.3K -4,446 -0.4%
DAS
117
Dynamic Advisor Solutions
Arizona
$19M -$270K -14,208 -1%
Wells Fargo
118
Wells Fargo
California
$19M -$3.83M -201,972 -17%
RDWM
119
Red Door Wealth Management
Tennessee
$18.6M +$644K +33,924 +4%
AG
120
Appleton Group
Wisconsin
$18.4M -$3.49M -184,074 -16%
BDF
121
Black Diamond Financial
Maryland
$18.4M +$3.72M +195,954 +25%
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$18M +$526K +27,720 +3%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$17.7M -$1.27M -66,876 -7%
CFIA
124
Cantor Fitzgerald Investment Advisors
New York
$17.7M +$1.37M +72,030 +8%
DW
125
Domani Wealth
Pennsylvania
$17.7M -$57.8K -3,048 -0.3%
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